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Invesco S&P Ultra Dividend Revenue ETF

47 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$63M +$251K +6,868 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$40M +$1.18M +32,293 +3%
Bank of America
3
Bank of America
North Carolina
$33.8M +$5.07M +138,503 +18%
LPL Financial
4
LPL Financial
California
$29.7M -$227K -6,211 -0.8%
Wells Fargo
5
Wells Fargo
California
$13.1M +$2.16M +59,160 +20%
TF
6
Tompkins Financial
New York
$11.7M +$42.1K +1,150 +0.4%
CAN
7
Cetera Advisor Networks
California
$9.15M -$154K -4,212 -2%
UBS Group
8
UBS Group
Switzerland
$6.6M +$2.31M +63,024 +54%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.21M +$450K +12,308 +8%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$4.84M +$2.87M +78,367 +145%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.83M -$1.16M -31,740 -19%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.72M -$72.3K -1,976 -2%
Jane Street
13
Jane Street
New York
$3.13M +$385K +10,518 +14%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.81M +$314K +8,579 +13%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.68M +$2.14M +58,458 +393%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.89M +$127K +3,470 +7%
LFAS
17
Level Four Advisory Services
Texas
$1.59M -$1.04M -28,453 -40%
SWP
18
Stratos Wealth Partners
Ohio
$1.54M +$556K +15,203 +57%
FAAS
19
First Allied Advisory Services
California
$1.23M +$338K +9,263 +38%
MIAN
20
Mariner Independent Advisor Network
Kansas
$1.16M +$1.16M +31,336 New
PAG
21
Private Advisor Group
New Jersey
$1.15M -$851K -23,134 -43%
RJA
22
Raymond James & Associates
Florida
$1.07M -$591K -16,149 -36%
AG
23
Advisor Group
Arizona
$1.01M -$4.26M -116,583 -81%
VWA
24
V Wealth Advisors
Kansas
$947K +$947K +25,532 New
B
25
Bellecapital
Switzerland
$878K